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An opportunity has become available for a Financial Planning Administrator near Borehamwood to join a growing financial planning firm.
Your role will include but will not be limited to:
* Handle all incoming calls/emails in a professional and efficient manner.
* Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner.
* Record annual review dates on the back office system and monitor regularly.
* Plan, book and prepare for all annual review meetings ensuring none are missed.
* Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect.
* Help clients to register for, navigate and update their account
* Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries.
* Collate and pre-populate New Business / Servicing forms and application packs.
* Process all new business ensuring all transactions are tracked through to accurate and timely completion.
* Create and update client platform account records.
The ideal candidate will:
* Previous experience of working within a similar role
* Strong interpersonal, communication and customer service skills
* Excellent diary management, planning and organisational skills
* Excellent accuracy and attention to detail
* Proven ability to work on own initiative
* Excellent telephone manner
* Proven high level of customer service.
This is a unique opportunity for a Financial Planning Administration role Borehamwood to join a growing financial planning firm.
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